The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Partly supported
Drury: Xero added more global small businesses than Intuit did last year
“We actually added more small business, small businesses globally to our brand, And Intuit added to their brand last year, and they spent 1.2 billion to do it”
Rod Drury May 20, 2016 ▶ 11:51 20VC: Xero's Rod Drury on IPO on Day 1 To Hedge Fund to VC & Doing Startups Backward
Assertion Partly supported
Intuit TurboTax thrived despite Microsoft's 1990s Office bundling
“Microsoft tried to crush Intuit again and again and again, back in the eighties and nineties with bundling everything into office, but Intuit TurboTax survived and thrived.”
Gokul Rajaram Mar 16, 2026 ▶ 38:50 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
Assertion Supported
Mailchimp Approached $1B ARR Before Its Intuit Acquisition
“Mailchimp was making hundreds of millions of dollars and we were on the cusp of a billion ARR when the acquisition happened. So, I mean, we were already doing really, really well, highly profitable.”
Ben Chestnut Dec 12, 2022 ▶ 43:56 Ben Chestnut: Why I Sold MailChimp; How My Kids Found Out I Was a Billionaire | E959 · 20VC with Harry Stebbings
Assertion Contradicted
Dharmesh Shah: Intuit was the only $10B+ SMB software company when HubSpot started
“Intuit's the only real example back then of a successful software company that was 10 plus billion dollars in market cap.”
Dharmesh Shah Jun 13, 2022 ▶ 42:28 HubSpot Founder Dharmesh Shah: The Ultimate Guide to Company Culture | E896 · 20VC with Harry Stebbings
Assertion Supported
GoldieBlox was the first small business to air a Super Bowl ad
“In 2014, GoldieBlox beat out more than 20,000 businesses in a contest run by Intuit, to become the first ever small business to air a commercial during the Super Bowl.”
Harry Stebbings Dec 1, 2017 ▶ 1:08 20VC: Overcoming The Engineer Boys Club, Disrupting The "Pink Aisle" & Why VCs Are Missing A Trick Not Investing In The CPG Space with Debbie Sterling, Founder & CEO @ Goldieblox
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